Help on Budget No.
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This Help page allows you to search and select a budget and transfer the details to the field where it is required. The system displays the budget number details based on the search criteria entered.The selected budget is transferred to the required page, when it is confirmed.
Click the lens icon positioned next to the “Budget No.” field.
The “Help On Budget No.” page appears.
Enter the following fields in the “Search Criteria” group box to search for a budget number:
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Budget No. From |
The starting number in the range of budget numbers that you want to retrieve (Alphanumeric, 10). |
Note: The number entered in this field must be before the number entered in the “To” field.
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To |
The ending number in the range of budget numbers that you want to retrieve (Alphanumeric, 10). |
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Version No. |
Use the drop-down list box to select the version number of the budget that you want to retrieve. You can select from “Latest” or “All”. The system displays “All” by default on launch of the page. |
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Description |
The description of the budget that you want to retrieve (Alphanumeric, 40). |
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Zoom facility available |
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Effective Date |
Use the drop-down list box to select the date from which the budget is effective. |
Note: The date selected in this field must be before the date selected in the “Expiry Date” field.
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Expiry Date |
Use the drop-down list box to select the date till which the budget is effective. |
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Budget Type |
Use the drop-down list box to select the type of budget that you want to retrieve. You can select from “Quantity”, “Value” or “Both”. The system displays “Both” by default on launch of the page. |
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User ID. |
The login ID of the user who created the budget that you want to retrieve (Alphanumeric, 15). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves and displays the following in the “Budget Details” multiline based on the search criteria entered:
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Budget No. |
The number identifying the budget. |
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Version No. |
The number identifying the budget version. |
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Desc. |
The description of the budget. |
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Budget Type |
Indicates the type of the budget. |
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Effective Date |
The date from which the budget is effective. |
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Expiry Date |
The date till which the budget is effective. |
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User ID |
The login ID of the user who created the budget. |
Check the box in the “Select” column of the multiline to select a budget number.
Click the “OK” pushbutton.
